Meriwether Wealth & Planning
PG icon

Meriwether Wealth & Planning’s Procter & Gamble PG Stock Holding History

Meriwether Wealth & Planning’s Portfolio PG Stock Details PG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$257K Buy
1,771
+51
+3% +$7.47K 0.12% 98
2026
Q2 		$252K Buy
1,720
+50
+3% +$7.28K 0.13% 104
2026
Q1 		$241K Sell
1,670
-69
-4% -$10.5K 0.13% 107
2025
Q4 		$249K Buy
1,739
+14
+0.8% +$2.06K 0.14% 104
2025
Q3 		$265K Sell
1,725
-97
-5% -$15.2K 0.15% 94
2025
Q2 		$290K Buy
1,822
+2
+0.1% +$326 0.18% 89
2025
Q1 		$310K Sell
1,820
-191
-9% -$32K 0.2% 85
2024
Q4 		$337K Buy
+2,011
New +$342K 0.24% 75

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Meriwether Wealth & Planning's PG Position: Q3 2026 in Review

Meriwether Wealth & Planning increased its Procter & Gamble (PG) stake by 3% in Q3 2026, buying an estimated $7.47K and bringing the position to 1,771 shares worth $257K. The position accounts for 0.12% of the portfolio, ranked #98.

Meriwether Wealth & Planning first reported a position in PG in Q4 2024 and has held it in 8 quarters since. The position peaked at $337K in Q4 2024. 1,215 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Meriwether Wealth & Planning held 1,771 shares of Procter & Gamble worth $257K as of Q3 2026.
  • Meriwether Wealth & Planning bought 51 Procter & Gamble shares in Q3 2026, an estimated $7.47K.
  • Procter & Gamble made up 0.12% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #98 holding.
  • Meriwether Wealth & Planning first reported a position in Procter & Gamble in Q4 2024 and has held it in 8 quarters since.
  • Meriwether Wealth & Planning's Procter & Gamble position peaked at $337K in Q4 2024.
  • 1,215 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.